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Modules & Upstream Manufacturing

Beijing about-turn influenced collapse of polysilicon deal

Shanghai Electric says the Chinese government’s abrupt decision to rein in solar was a significant factor in the collapse of its planned US$3.64 billion acquisition of a controlling stake in the world’s biggest poly maker.

Prices begin to stabilize, though falling revenues and job losses expected among Chinese manufacturers

According to reports from Energy Trend, a 30% decline in PV demand from China this year will likely spell trouble for some of the country’s major module manufacturers, with job losses and factory closures expected, despite China’s determination to open new international markets for its PV industry.

The figures for China’s booming PV industry will be seen with a tinge of regret

In what analysts worldwide are sure to look back on as the last golden period for global solar – at least for the immediate future – China saw more impressive figures for PV manufacturing in the first half of the year. Then the government stepped in.

Module prices continue to fall

The latest reports from analysts at PV InfoLink and EnergyTrend show prices continuing to fall, though at a slower rate than was seen immediately after China’s 31/5 announcements. High efficiency mono-PERC modules fell to around $0.32/W, while multicrystalline module prices hold steady between $0.26 and $0.29/W.

JA Solar secures $68 million loan for equipment at 1.5 GW Vietnam wafer fab

Chinese manufacturer, JA Solar has secured a long-term buyer credit loan facility worth US$68.4 million for the procurement of equipment for its 1.5 GW wafer facility in Vietnam.

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The China effect: Decreasing PV utilization rates, serious oversupply and future strategies

Independent PV analyst, Corinne Lin discusses the fallout of China’s recent solar PV policy decision, including decreasing utilization rates and serious oversupply; and a focus on equipment upgrades, particularly for PERC, SE, half cut and bifiacial technologies. The industry will bounce back in 2019, she concludes.

TrendForce: Price war may begin due to overcapacity

The Taiwanese analysts expect that overcapacity will force some solar players to abandon their business or file for bankruptcy. IHS Markit also sees further price declines and consolidation in the third quarter, although it does forecast signs of a speedy recovery.

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PVInsight reports strong price drop for monocrystalline products

The latest figures from the Taiwanese analysts show that prices for monocrystalline solar PV products have fallen sharply in a week-on-week comparison. The price drop for wafer was even stronger.

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Ambitious PV expansion plans for China’s Tongwei, Longi and Sunport still on track

Many expansion plans are still firmly afoot in the Chinese solar PV manufacturing industry, if the information pv magazine gathered from some of the country’s leading manufacturers at last week’s Smarter E event, are anything to go by. Indeed, Tongwei , Longi, Sunport and BYD are all progressing at full speed with their capacity ramp ups.

“Stealing is not competition”: SolarEdge founder comments on IP claim

Following Monday’s announcement, pv magazine spoke to Lior Handelsman, of SolarEdge. The company VP is adamant Huawei has infringed the Israeli firm’s intellectual property, and says defending IP will see the PV industry grow.

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